Goldman Sachs’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $109M | Buy |
360,806
+81,321
| +29% | +$27.3M | 0.01% | 976 |
|
|
2025
Q4 | $99.8M | Sell |
279,485
-6,121
| -2% | -$2.16M | 0.01% | 993 |
|
|
2025
Q3 | $95M | Buy |
285,606
+52,147
| +22% | +$18.9M | 0.01% | 979 |
|
|
2025
Q2 | $87.5M | Buy |
233,459
+24,333
| +12% | +$8.53M | 0.01% | 968 |
|
|
2025
Q1 | $68.4M | Buy |
209,126
+1,089
| +0.5% | +$379K | 0.01% | 1015 |
|
|
2024
Q4 | $67.9M | Sell |
208,037
-23,933
| -10% | -$7.08M | 0.01% | 1050 |
|
|
2024
Q3 | $54M | Sell |
231,970
-65,753
| -22% | -$14.8M | 0.01% | 1186 |
|
|
2024
Q2 | $83.2M | Sell |
297,723
-18,237
| -6% | -$4.95M | 0.02% | 888 |
|
|
2024
Q1 | $83.5M | Sell |
315,960
-1,134
| -0.4% | -$286K | 0.02% | 874 |
|
|
2023
Q4 | $72.2M | Sell |
317,094
-11,596
| -4% | -$2.61M | 0.02% | 947 |
|
|
2023
Q3 | $78.1M | Buy |
328,690
+7,261
| +2% | +$1.69M | 0.02% | 840 |
|
|
2023
Q2 | $69.9M | Sell |
321,429
-16,834
| -5% | -$3.37M | 0.02% | 894 |
|
|
2023
Q1 | $68.5M | Sell |
338,263
-640,229
| -65% | -$146M | 0.02% | 871 |
|
|
2022
Q4 | $212M | Buy |
978,492
+457,596
| +88% | +$107M | 0.06% | 396 |
|
|
2022
Q3 | $114M | Buy |
520,896
+30,502
| +6% | +$6.49M | 0.03% | 618 |
|
|
2022
Q2 | $90.5M | Buy |
490,394
+32,866
| +7% | +$6.24M | 0.03% | 739 |
|
|
2022
Q1 | $83.6M | Buy |
457,528
+191,631
| +72% | +$33.4M | 0.02% | 877 |
|
|
2021
Q4 | $42.6M | Buy |
265,897
+13,503
| +5% | +$2.23M | 0.01% | 1479 |
|
|
2021
Q3 | $39.6M | Sell |
252,394
-1,787
| -0.7% | -$257K | 0.01% | 1466 |
|
|
2021
Q2 | $34.3M | Sell |
254,181
-8,561
| -3% | -$1.25M | 0.01% | 1583 |
|
|
2021
Q1 | $37.4M | Sell |
262,742
-890
| -0.3% | -$114K | 0.01% | 1405 |
|
|
2020
Q4 | $27.5M | Sell |
263,632
-1,820
| -0.7% | -$164K | 0.01% | 1595 |
|
|
2020
Q3 | $20.4M | Sell |
265,452
-46,645
| -15% | -$3.7M | 0.01% | 1719 |
|
|
2020
Q2 | $24.5M | Sell |
312,097
-44,057
| -12% | -$2.94M | 0.01% | 1517 |
|
|
2020
Q1 | $19.4M | Buy |
356,154
+62,196
| +21% | +$5.01M | 0.01% | 1532 |
|
|
2019
Q4 | $27.1M | Buy |
293,958
+41,322
| +16% | +$3.55M | 0.01% | 1610 |
|
|
2019
Q3 | $20.7M | Sell |
252,636
-10,688
| -4% | -$855K | 0.01% | 1743 |
|
|
2019
Q2 | $21.5M | Sell |
263,324
-60,636
| -19% | -$4.8M | 0.01% | 1802 |
|
|
2019
Q1 | $22.6M | Buy |
323,960
+129,853
| +67% | +$9.36M | 0.01% | 1770 |
|
|
2018
Q4 | $11.9M | Sell |
194,107
-131,235
| -40% | -$8M | ﹤0.01% | 2222 |
|
|
2018
Q3 | $21M | Sell |
325,342
-162,483
| -33% | -$10.8M | 0.01% | 1871 |
|
|
2018
Q2 | $32M | Buy |
487,825
+146,603
| +43% | +$9.63M | 0.01% | 1554 |
|
|
2018
Q1 | $20.8M | Buy |
341,222
+45,981
| +16% | +$2.85M | 0.01% | 1830 |
|
|
2017
Q4 | $16.9M | Sell |
295,241
-934,081
| -76% | -$49.2M | 0.01% | 2065 |
|
|
2017
Q3 | $63.4M | Buy |
1,229,322
+919,250
| +296% | +$42.3M | 0.02% | 1111 |
|
|
2017
Q2 | $13.2M | Sell |
310,072
-637,410
| -67% | -$25.9M | ﹤0.01% | 2294 |
|
|
2017
Q1 | $37.7M | Buy |
947,482
+252,730
| +36% | +$9.93M | 0.01% | 1419 |
|
|
2016
Q4 | $24.5M | Buy |
694,752
+513,668
| +284% | +$18M | 0.01% | 1827 |
|
|
2016
Q3 | $5.42M | Buy |
181,084
+38,238
| +27% | +$1.03M | ﹤0.01% | 2978 |
|
|
2016
Q2 | $3.22M | Buy |
142,846
+18,228
| +15% | +$458K | ﹤0.01% | 3211 |
|
|
2016
Q1 | $3.09M | Buy |
124,618
+42,877
| +52% | +$1.16M | ﹤0.01% | 3113 |
|
|
2015
Q4 | $3.49M | Buy |
81,741
+11,546
| +16% | +$492K | ﹤0.01% | 3155 |
|
|
2015
Q3 | $2.79M | Sell |
70,195
-2,136
| -3% | -$91.9K | ﹤0.01% | 3442 |
|
|
2015
Q2 | $3.36M | Sell |
72,331
-6,363
| -8% | -$275K | ﹤0.01% | 3325 |
|
|
2015
Q1 | $3.45M | Buy |
78,694
+22,774
| +41% | +$1.01M | ﹤0.01% | 3255 |
|
|
2014
Q4 | $2.49M | Sell |
55,920
-138,221
| -71% | -$5.94M | ﹤0.01% | 3625 |
|
|
2014
Q3 | $8.94M | Buy |
194,141
+44,402
| +30% | +$2.14M | ﹤0.01% | 2454 |
|
|
2014
Q2 | $7.45M | Sell |
149,739
-343,446
| -70% | -$16.7M | ﹤0.01% | 2633 |
|
|
2014
Q1 | $25.9M | Buy |
493,185
+214,441
| +77% | +$11.3M | 0.01% | 1553 |
|
|
2013
Q4 | $13.1M | Buy |
278,744
+224,934
| +418% | +$9.44M | 0.01% | 2116 |
|
|
2013
Q3 | $2.06M | Sell |
53,810
-211,615
| -80% | -$8.09M | ﹤0.01% | 3890 |
|
|
2013
Q2 | $10M | Buy |
+265,425
| New | +$9.49M | 0.01% | 2091 |
|
Other funds holding LPLA
VPM
VCM
SC
